Introduction to Modeler

The following illustration of
the Modeler list screen gives an overview of some of the main functional
areas:

Models – Existing models are listed here. You can open a model by clicking the
link text or by selecting one or more models using the checkboxes.

Public Dimensions – The individual public dimensions that are used in models are
saved independently and listed on a separate tab page.

Currency Conversion – If you are using multiple currencies in your data,
exchange rates are maintained in separate tables. These are saved independently
of any model and are listed on a separate tab page.

Points of Interest – Data for geographic locations which are displayed and used
in your data analysis is maintained here in Modeler.

Toolbar – Common operations for managing models are available from the toolbar,
this includes options to Delete a model and to Clear (remove all data) from a
model.

Import / export data – The list of data import options that are supported is
available from a menu beneath the Data import icon on the toolbar.

Data Resources – You can set up permanent scheduled links to the model from
external data sources so that data can be refreshed on a scheduled basis.

Model types

Model

Model based on a live data connection

Sample model

Modeler grid

When you select a model, the model
contents are shown in the Modeler grid:

From the Datasources tab of the Modeler page, you can refresh,
delete, and schedule data refreshes for specific datasources. You can also import
data into a model or start a refresh job from the modeler page.

Using the grid

These are some of the helpful features available in the Modeler grid:

Keyboard navigation: You can use these keys while working in the grid:

Moving columns: You can rearrange columns in the grid by dragging their
headers.

Modeler column menu: This menu appears when you point to a column header.

: Add a
column to the grid.

: Sort or filter the column. When filtering, the column is
automatically filtered as you type.

Note: these filtering and sorting
operations do not apply to data that is not yet loaded from the
server due to pagination.

: Hide the column. You can also select
Show Columns to show or hide any
columns:

: Pin the column. Pinned columns stay
displayed at the left side of the grid when you scroll to the right. To
unpin a column, select the icon again, or drag the column out of the
pinned area.

: Delete a column.

Context-sensitive copy: If you have cells containing the values Cell1 and
Cell2, when you select both cells and copy to the cells below, the cells
will be populated with the values Cell3, Cell4, and so on.

Account labels: For account dimensions, you can type custom labels for the
Units & Currencies column:

Error highlighting: when cells contain errors, hover over the column header
for information about the error:

Formula bar: when entering formulas in the Formula bar, press Ctrl
+ Space to see the available formulas, and then highlight a formula in the
list to see a detailed description of the formula: